Original filing (PDF)20250729141044NAL0001680499001

HARRISON WEALTH MANAGEMENT GROUP LTD.

Name: HARRISON WEALTH MANAGEMENT GROUP LTD. — HARRISON WEALTH MANAGEMENT GROUP LTD. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: HARRISON WEALTH MANAGEMENT GROUP LTD.

Form 5500-SF

FILING_RECEIVED

HARRISON WEALTH MANAGEMENT GROUP LTD. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$328

Net assets (EOY)

$116

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRISON WEALTH MANAGEMENT GROUP LTD..

Plan sponsor

Name

HARRISON WEALTH MANAGEMENT GROUP LTD.

EIN

81-4341519all filings

Address

1700 LYONS RD UNIT D · DAYTON, OH · 45458

Phone

(937) 866-0197

Industry

Finance & Insurancesee all

Plan administrator